Why You Need an Attorney in Charge of Your Foreign Accounts Compliance Case

Posted on: November 22, 2017 | By: Stephen Dunn | Accountant-Client Privilege, Accountants, Attorney-Client Privilege, Bank Secrecy Act, Delinquent FBAR Submission Procedures, FBARs, Financial Advisors, Foreign Accounts Compliance, Organizers, OVDP

Accountants commonly send an “organizer” to a client with instructions to complete and sign it and return it to the accountant.  The completed organizer then serves as the...

Advice On Using A Financial Advisor

Posted on: September 10, 2013 | By: dunn_access | Financial Advisors

[caption id="attachment_911" align="alignright" width="249"] Sergei Fedorov/bing[/caption] By Stephen J. Dunn Sergei Fedorov is generally regarded as the greatest defensive forward in the history of the National Hockey League. ...

Financial Advisers for Professional Athletes and Entertainers

Posted on: September 10, 2012 | By: dunn_access | Financial Advisors

By Stephen J. Dunn We have all heard horror stories of athletes and entertainers victimized by their financial advisors. To help you from being so victimized I offer...